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September

We released the server side grid, advanced filter, Sales plan import, sales order logic at the sku level and location types.

Updated over a week ago

๐Ÿš€ New Features & Improvements

Weโ€™re excited to share the latest enhancements designed to give you more control, flexibility, and insight into your ordering workflows.

โœจ Advanced Filters 2.0

Advanced Filters have been completely rewritten, bringing more flexibility and fixing limitations from the previous version. Key improvements include:

  • Support for custom columns and safety stock columns

  • A clearer empty state when no filters are applied

  • New UI components to make creating filters easier

๐Ÿ“˜ Documentation on how to write new advanced filters can be found here: [Documentation for new advanced filters]


โšก Sales Plan Import via ADI

You can now import third-party data directly into sales plans through custom integrations.

  • Imported data will override the sales plan, making it appear as if it was edited manually.

  • Data must be imported at the daily level (every single date needs a value). If you plan at the monthly level, values must be distributed to daily data before importing.

  • Data needed: Item no, Location, Date, Value

  • NULL values (e.g., missing dates) will default to using data from the forecast.


๐Ÿ”€Conditional Order Logic at SKU Level

You now have more flexibility when managing order conditions. Previously, the Conditional Order Logic setting could only be applied globally via Settings โ†’ Orders, affecting all items at once. With this update, you can now set the logic at the SKU level directly in Item Details.

For each SKU, the Sales Orders field can now be defined as:

  • Never โ€“ exclude the item from sales orders.

  • Always โ€“ always allow the item on sales orders.

  • Conditional โ€“ apply rules only under specific conditions.


๐ŸฌLocation Types: Warehouses and Stores

Weโ€™ve introduced Location Types to help you organize and report on inventory more effectively.

In Settings โ†’ Locations, you can now define whether each location is a Warehouse or a Store.

While the current impact is mainly in reporting, this foundation enables upcoming improvements, including:

  • Customer Group Planning โ€“ available only for warehouses.

  • Enhanced Closure Logic โ€“ soon youโ€™ll be able to mark locations as Closed for Purchasing (stop new stock) while still managing existing inventory, or fully Closed.

  • Rule-Based Settings โ€“ for example, applying different safety stock policies for warehouses vs. stores.


๐Ÿ‘‰๐Ÿ“ŠServer Side Grid

We officially launch the new Server-Side Grid, which has until now been available as a Beta feature.

The Server-Side Grid powers the updated experience for Reports and Items. This upgrade is part of our ongoing work to future-proof AGR with key technical improvements, ensuring the platform can support larger and more complex customer needs with greater speed and reliability.

Other fixes and improvements

  • The Order Origin column in the order grid now shows the report name when orders are created inside a report (previously this was missing).

  • Minor changes were made in the system to improve stability, performance, and user experience.

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